Relationship Banker - Euclid, Willoughby, Mentor, Mayfield Heights, Shaker Heights, Woodmere and Solon

Bank of America • Euclid, OH

10d • Onsite

About The Position

At Bank of America, the Relationship Banker engages clients in the lobby, educating and assisting them with transactions through self-service resources such as mobile banking, online banking, and ATMs. The role accurately and efficiently processes cash transactions as needed and holds in-depth conversations to understand clients’ financial and life priorities, then connects them with solutions aligned to their financial goals.

The position supports the bank’s risk culture and operational excellence while building client relationships and delivering a strong client experience. Relationship Bankers manage financial center traffic, appointments, outbound calls, and cash responsibilities, and partner with small business, lending, and investment experts. The role is based in an in-office financial center environment, with possible scheduling at any financial center within a reasonable distance. Weekend and/or extended-hour availability is required. This is a 40-hour-per-week, first-shift position.

Requirements

• High school diploma, GED, secondary school, or equivalent.
• Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results, acting in the best interest of the client.
• Ability to collaborate effectively and build and nurture strong relationships.
• Passion, commitment, and drive to deliver an experience that improves clients’ financial lives.
• Confidence identifying solutions for new and existing clients based on their needs.
• Effective and confident communication skills and comfort engaging with all clients.
• Ability to learn and adapt to new information and technology platforms.
• Confidence educating clients on simple banking transactions using self-service technologies such as ATMs, online banking, and mobile banking.
• Strong critical-thinking and problem-solving skills to meet clients’ needs.
• Ability to follow established processes and guidelines and adhere to applicable laws and regulations.
• Ability to manage time and capacity efficiently.
• Focus on results while acting in the best interest of the client.
• Availability to work weekends and/or extended hours, potentially at any financial center location within a reasonable distance.

Nice To Haves

• Experience in financial services and knowledge of the financial services industry, products, and solutions.
• One year of demonstrated successful sales experience in a salary-plus-incentive environment with individual sales goals.
• Six months of cash handling experience.
• Bachelor’s degree or business-relevant associate degree, such as business management, business administration, or finance.

Responsibilities

• Engage clients in the lobby and educate and assist them with transactions using self-service resources, including mobile banking, online banking, and ATMs.
• Accurately and efficiently process cash transactions for clients as needed.
• Hold in-depth conversations to understand clients’ financial and life priorities and connect them with solutions that meet their financial goals.
• Execute the bank’s risk culture and strive for operational excellence.
• Build relationships with clients to meet their financial needs.
• Follow established processes and guidelines, doing what is right for clients and the bank and adhering to applicable laws and regulations.
• Build business knowledge and a professional network by partnering with experts in small business, lending, and investments.
• Manage financial center traffic, appointments, and outbound calls effectively.
• Drive the client experience and manage cash responsibilities.

Benefits

• Affordable, competitive, and flexible benefits supporting physical, emotional, and financial wellness.
• Opportunities to learn, grow, and build a career.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED